Sharper focus, smarter returns

09:00 Welcome
Siri Lill Mannes, Moderator
Timothy Warrington, Director of Wealth Management

09:15 The AI Bubble from a Capital Cycle Perspective
Edward Chancellor,  Investment Strategist            

10:00 A Sharper, Smarter Outlook for the Global Economy 
Torsten Slok, Chief Economist, Apollo 

10:45 Coffee break

11:05 The Power of Diversification 
Tiril Støle, Portfolio Manager Storebrand Vekst, Ivar Harstveit, Portfolio Manager Delphi Global, Fredrik Bjelland, Portfolio Manager SKAGEN Kon-Tiki

11:35 In Conversation: General Sir Mark Carleton-Smith
Mark Carleton-Smith, Former Head of the British Army 

12:10 Lunch

13:15 Navigating the US and Global Economy: Monetary Policy in an Era of Disruption 
Esther George, Former CEO of Kansas City Fed 

14:15 Break

14:30 Navigating the Age of Economic Warfare
Edward Fishman, Author and adjunct professor Colombia University

15:15 Closing remarks

15.30 End